otm v6.x essentials

CSC Proprietary and Confidential

OTM v6.x EssentialsLeveraging the Best Out of Tracking Events, Special

Services, Remarks and Reference Numbers

August 13, 2012

Gaurav Malhotra

Partner, OTM Practice

Chintankumar Shah

Sr. Consultant/Technical Designer

Agenda: Today’s Topics of Discussion

• OTM Essentials — How to get best out of:

– Tracking Events

– Special Services

– Reference Numbers

– Remarks

• Definitions and Importance

• Configuration and Flexibility

• Out-of-the-box features with Configuration and Method of Implementation

• Implemented Examples to Visualize Advantages

I. Overview 5

II. Tracking Events 9

III. Special Services 21

IV. Refnum & Remarks 29

V. Recap 34

VI. Conclusion & Questions 37

Agenda

OVERVIEW

OTM Essentials

• What competitive edge does OTM offer?

• Highly flexible configuration of objects, agents and actions with v6.0 and higher

• Capability to handle high volumes with reliable performance

• Discuss Tracking Event as new object

• Discuss new features of Special Service, Refnum & Remarks

Overview

OTM Essentials (Cont’d)

Advantages of these objects:

• Importance of Transportation Intelligence

• The 5 W Principle — Who, When, Where, What, Why

– Real time information

• Advantages for LSP’s and Shippers Revenue Growth

Overview

Objects Vs. Core OTM Processes Usability Table

Processes/Object

Tracking

Special

Service Remark Refnum

Order Release Creation

Shipment Planning

Shipment Execution

Fleet Assignment and

Optimization

Asset Management

Settlements

Visibility

Overview

TRACKING EVENTS

Definition and Importance

• Powerful new object introduced in OTM v6.0

• Functionality not limited to Fleet Management

• Key functionality– Tracking key moves and process results– Updating relevant processes to trigger further action

Tracking Events

Definition and Importance (Cont’d)

• Ability to match different objects during processing for data accuracy– Shipment– Equipment– Driver– Power Unit

• Accelerator — real time information (TI), downstream information

• Ways to create Tracking Events– Within OTM — create or copy– Integration/Interface by external system (e.g., Mobile Comm, Extensions)

Tracking Events

Implemented Examples

• Shipment Planning– Tender Accepted/Rejected

• Shipment Execution– Stop Times– Stop Activities

• Fleet Assignment– Assignment commitments

• Fleet Optimization– Train Management– Driver Management

• Asset Management– Yard and maintenance facility management– Asset condition reporting

Tracking Events

– Shipment Execution

Shipment Execution

Tracking Events

Stop Times

Tracking Events

Loading/

Unloading

Stop Activities

Tracking Events

NAT/NAL for Driver

Tracking Events

HOS Daily Summary

Tracking Events

Equipment/Location Management

Tracking Events

Approval Process

User Creates TE to Add SS

TE Created w/ Remark “Approval Required”

Agent Triggered and Processed

TE Appears in BPM of Approver’s Dashboard

Approve TE?

TE Rejected with Notes for Future Reference

Re-process ExistingTE or Trigger Creation

of New TE

Update Requested Object, Result in

“Process Matched”

Re-process

Tracking Events

Object Detail

• OTM Tracking Event consists of:

– Quick Code

– Responsible Party

– Event Related Details

– References

– Source Detail

– Asset Details (e.g., Equipment, Driver, Power Unit)

– Special Services

– HOS details (Fleet Function) configurable as per DOT

• OOB Actions and Processing Statuses available

Tracking Events

SPECIAL SERVICES

Definition and Importance

• Traditional use: Indicate/capture specific activity

• Enhanced features with Fleet Management v6.0

• Specifies and limits the relationships between rate offerings/orders/fleet

components

• Specifies customer requirements to be met

• Can be added/deleted/modified through tracking events

Special Services

Definition and Importance (Cont’d)

• Integration with fleet:

– Payable/non-payable special services

– Driver work invoices

– Manage assets during shipment execution

– Handling of load

– Record miscellaneous work

Special Services

Source

Destination

Mexico

Border Crossing Scenario

Special Services

Shipment Planning

Source

Destination

Border Cross

Mexico

Special Services

Shipment Execution

Source

Destination

Pickup Loaded

Mexico

Live Unload

Individual

Special Services

Fleet Assignment

Source

Destination

MexicoUS Trailer

US Driver

Mexico Driver

Special Services

Asset Management

Source

Destination

Mexico

Hazmat

High Value

Tank Wash

Temperature

Special Services

REFNUM & REMARKS

Definition and Unique Features

• Definition:

– Additional qualified numbers for information and reporting purposes

• Traditional use

– References: Sales order number

– Remarks: Account number

• Differences between Refnum and Remark:

– Defined value vs. Free form text/instructions

– Use of BNG, auto sequence, sort

Refnum & Remarks

Definition and Unique Features (Cont’d)

• New features with enhanced functionality

– Visibility across objects

• Shipment level, transport mode

• Grant access — primary, secondary

– 2 character EDI codes (e.g., CO, DR)

Refnum & Remarks

• Order Release

– Order modifications

– Pickup/drop off instructions

– Master bill of lading

• Shipment

– Planning

• Cutoff date/time

• Specific asset requirement (equipment, size, age)

• Waybill for train

– Execution

• Leg sequence

• Delay allowed (Y/N)

Refnum & Remarks

Implemented Examples (Cont’d)

• Fleet

– Fleet Optimization

• Equipment type at NAT/NAL

– Fleet Assignment

• Committed geography (all assets)

• Business unit

– Asset Management

• Work schedule

• Maintenance start, DTTM, location ID

• Unavailable reason

• Source system employee ID for drivers

Refnum & Remarks

What did we discuss today?

• Overview of new objects with v6.x: Get the best out of the following:

– Tracking Events, Special Services, Refnum & Remarks

– Importance of Transportation Intelligence in emerging global transportation

– 5W principle

• Tracking Events

– Definitions, Use, Advantages, Processing and Creation Methods

– Implemented Configuration with great detail and flow diagram

– Object Detail and Capability to carry detailed data

What did we discuss today?

• Special Services

– Traditional vs. Unique Features

– Integration with Fleet Management

– Implemented Example with key real life example for visualization

• Refnum & Remarks:

– Definition, differences and unique OOB features with v6.x

– Implanted examples in complex OTM solutions

• Recap

CONCLUSION AND QUESTIONS

Conclusion

• Properly understand the use of these features can be cost effective for

implementation and maintenance

• The discussed objects enables transportation intelligence, which contributes to

OTM becoming a stronger and more robust solution amongst all TMS offerings

QUESTIONS?

Gaurav Malhotra

gmalhotra@csc.com

312.523.3353

Chintankumar Shah

cshah8@csc.com

THANK YOU

Gaurav Malhotra

gmalhotra@csc.com

312.523.3353

Chintankumar Shah

cshah8@csc.com

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